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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,415 | $82,674-91.0% | $125,363-94.1% | $68,495-89.2% |
| Participation rate | 74.7% | 75.0%-0.4pp | 82.4%-7.7pp | 67.9%+6.8pp |
| Annual return | 78.31% | -5.97%+84.3pp | 572.15%-493.8pp | -7.84%+86.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,359 | $6,111-45.0% | $7,447-54.9% | $4,028-16.6% |
| Admin fee / account holder | $979 | $6,276-84.4% | $10,005-90.2% | $5,403-81.9% |